The importance of drawing in the mechanical design process
(1990)

-This paper is a study on the importance of drawing ( both formal drafting and informal sketching) during the process of mechanical design. Five hypotheses, focused on the t~es of drawings, their necessity in mechanical problem solving, and their relation to the external representation medium, are presented and supported. Support is through referenced studies in other domains and the results of protocol studies performed on five mechanical designers. Videotapes of all the marks-on-paper made by designers in representative sections of the design process were studied in detail for their type and purpose. The resulting data is supportive of the hypotheses. These results also give requirements for future computer aided design tools and graphics education, and goals for further studies. I. I N T R O D U C T I O N The goal of this paper is to study the importance of drawing (both formal drafting and informal sketching) during the process of mechanical design. This goal can be extended to state that we intend to show the necessio" of drawing during all the developmental stages of a mechanical design. Through the information presented here, the requirements for future computer aided design tools, graphics education, and further studies will be developed. All mechanical engineers are taught drafting. Thus, most engineers are skilled at making and interpreting these formal mechanical drawings. These drawings are representations of a final design (the end product of the design process) and they are intended to archive the completed design and communicate it to other designers and manufacturing personnel. Additionally, engineers are notorious for not being able to think without making "'back-of-the-envelope" sketches of rough ideas. Sometimes these informal sketches serve to communicate a concept to a colleague, but more often they just help the idea take shape on paper. It is in considering how these sketches help an idea take form that gives a hint that drawing's role in engineering is more than just to archive a concept or to communicate with others. Understanding the use of both drafting and sketching in design is important to help formulate the future development of Computer Aided Design or Drafting (CAD) systems. As CAD evolves and becomes more "'intelligent,'" the question of what attributes these systems must have becomes more important. In the past, CAD system attributes have primarily been driven from developments in the computer industry, it is only through understanding drawing's importance in the design process that these systems can be based on design needs. Additionally, the pressures of CAD tool development, faculty time demands, and course expenses cause academic institutions to reevaluate the content of their "graphics'" courses. Understanding drawing's importance in the design process helps establish what skills need to be taught to engineers during their training. This paper is organized by first, in Section 2, clarifying the types of drawings used in mechanical design. The hypotheses to be addressed in this paper are given in Section 3. A discussion of research on the understanding of visual imagery to be used as a basis for arguments in support of the hypotheses is in Section 4. In Section 5 is a discussion of the results of data taken on how mechanical engineers use drawings during design. Lastly, in Section 6, is a discussion of how well the hypotheses have been supported and the implications of our findings on CAD development, educational requirements, and future research directions. 2. TYPES OF D R A W I N G S USED IN DESIGN Engineers make many types of marks-on-paper. In research, to be described in Section 5, we have broken down these marks into two main groupings: support notation and graphic representations. Support notation includes textual notes, lists, dimensions (including leaders and arrows), and calculations. Graphic representations include drawings of objects and their functions, and plots and charts. Mechanical design graphic representations are often scale drawings made with mechanical instruments or CAD computer systems. These drawings, made in accordance with a set of widely accepted rules, are defined as having been drafted. Sketches, on the other hand, are defined as "free-hand" drawings. They are usually not to scale and may use shorthand notations to represent both objects and their function. A differentiation must be made between the act of graphic representation and the medium on which it occurs. The medium, whether it be paper and pencil, a computer stylus on a tablet, chalk on a blackboard, or other medium may put interface restrictions on the representation. The following discussions are concerned with what is being represented, not with how the representation is made. However, the discussions point to the medium's restriction on representation and the need for improved interfaces. Another aspect of drawings to be considered is the level of abstraction of the information to be represented. During the design process, the design is refined